One knowledge source
Update a policy or rate once, and every channel gives the same answer.
Platform
The Agentic AI platform built for banking
Become an AI-first institution with the industry’s most advanced AI platform and agents.
A complete and unified AI platform
Approved knowledge
- PDFs and Word docs
- Web pages
- Rate and fee tables
- Policies and SharePoint
Agentic
AI core
Key Channels
Voice AI
Chat AI
Employee AI
Collections AI
- Core
- LOS
- Card processing
Assemble
The control center powering your AI strategy
Assemble is the console where you run the whole platform. It’s where you configure every AI agent across channels, train them on your knowledge, test it, and take changes live with a full audit trail.
Learn moreOne set of agents
The same agents run every channel, configured to fit your institution with no code.
One audit layer
One immutable, 7-year audit trail covers every channel for regulatory readiness.
One quality system
Every fix and improvement applies to every channel at once.
100+
Trusted by 100+ credit unions & banks
1.5M+
1.5 million+ conversations everyday
99.9%
Uptime reliability
Knowledge at the heart of the platform
AI that provides the right answer, with the source to prove it.
Fueled by your content
Upload documents, rate sheets, or your website. It’s live in days and updated in minutes.
Every answer has a receipt
Each answer cites the exact page, row, or section it came from, so you can audit any response.
Hallucination controls
It never invents a number, every citation is checked, and when it isn’t sure, it says so.
A platform built for banking from the model up
Generic AI isn’t built for regulated finance. Ours is. Running on more than a decade of financial services data, it’s ready for your members, your examiners, and your core from day one.
AI that speaks banking
Most AI is trained to chat. Ours is trained on banking: the terms, the products, and how people ask for help. Multiple models and a banking knowledge graph work together, so it understands the request, gets the details right, and knows when to hand off.
Plugs into your stack
Most AI sits on top of your systems. Ours connects directly into them. Integrations for 20+ systems, including your core, CRM, payments, and live chat, come ready to use. Built-in tools let the AI move money, take payments, and authenticate members, with industry security.
Agents that act, out of the box
Most AI needs to be built from scratch. Ours comes ready to transact. Pre-built agents handle authentication, transfers, payments, card controls, loan payoffs: all by configuration and no code.
Secure by design. Audit-ready on every channel.
- SOC 2 Type II
- GLBA
- NCUA
- FFIEC
- 99.99% uptime
Analytics that leave nothing to guess
Most AI gives you a dashboard. We give you the evidence behind it. Every conversation is scored, every gap is flagged, and every metric links to the interaction that produced it.